Bloomberg Surveillance TV: October 15th, 2025

• David Kelly, Chief Global Strategist at JPMorgan Asset Management
• Tiffany Wilding, Economist at PIMCO
• Gil Luria, Head of Technology Research at DA Davidson
• Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes

David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race. Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks.

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